See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $91,182 |
HIGHLAND CONSULTING ASSOCIATES7+ years Service code 28 · EIN 34-1753575 | Investment Management | $34,666 |
WILLIAM VAUGHAN COMPANY3 years Service code 10 · EIN 34-1145015 | Accounting | $11,500 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,617 | $92,303+30.7% | $152,466-20.9% | $86,799+39.0% |
| Participation rate | 91.1% | 81.1%+10.1pp | 78.2%+12.9pp | 72.3%+18.8pp |
| Annual return | 14.98% | 531.69%-516.7pp | 757.33%-742.3pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,534 | $3,748-32.4% | $4,327-41.4% | $2,405+5.3% |
| Participant deferral / active EE | $5,280 | $5,599-5.7% | $5,820-9.3% | $4,131+27.8% |
| Admin fee / account holder | $360 | $150+139.8% | $15,805-97.7% | $170+112.0% |